Intentional Wealth Strategies’s Zoom ZM Stock Holding History

Intentional Wealth Strategies’s Portfolio ZM Stock Details ZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-160	Closed	-$12.9K	–	920
2026 Q1	$12.9K	Buy	+160	New	+$13.4K	0.01%	339

Other funds holding ZM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Intentional Wealth Strategies's ZM Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Zoom (ZM) in Q2 2026, closing a stake of 160 shares — an estimated $12.9K sold.

Intentional Wealth Strategies first reported a position in ZM in Q1 2026 and held it in 1 quarter. The position peaked at $12.9K in Q1 2026. 862 funds tracked by Wall St. Rank hold ZM as of Q2 2026.

Intentional Wealth Strategies reported no remaining Zoom position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 160 Zoom shares in Q2 2026, an estimated $12.9K.
Intentional Wealth Strategies first reported a position in Zoom in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Zoom position peaked at $12.9K in Q1 2026.
862 funds tracked by Wall St. Rank held Zoom as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.